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companies that do fertilizers, the feeding and the agra technology, which is helpful to extract more from the existing land that has very little potential to grow. >> were there any other surprising ways you can play the theme without necessarily buying some of the foodmakers? >> for me, the most exciting opportunity here, and it's large and in size, the top ten producers sell roughly $40 billion. the top ten food retailers in the world sell $1 trillion. the only companies that know exactly day by day what you want to buy are the food resale companies. and we did this in bra zim and came out with two very strong ideas. cbd, which is a buy rated stock and car sales. so those two angles are very, very good way to play the diet change. and for right now, where do you think the consumer demand is strongest across emerging markets? >> look -- >> i know that's a tough question. >> it's a tough question because we are in india. we're in central europe, we're in brazil. it depends how you play. it depends in poland and in india, we choose the fertilizer companies because they are the best way to
, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300 billion in revenue is what those combined companies have. one of the sectors
Search Results 0 to 1 of about 2